@GottaLaff that's incredibly sloppy reporting. Both model x and s had full refresh. That's the plaid version you'll see on drag racing yt beating dedicated drag cars.

Model 3 highlander is full refresh. Model y as well.

When it gets that sloppy hard to take story seriously which is problem because there are real issues. Also totally ignores new cybertruck shipping now and scaling up. And the semi in low volume production.

I'm not a musk fanboy but this missed the real stories totally.

@hakuin @GottaLaff

Model Y
2022 225,799
2023 385,897
2024 (ytd) 108,999

Model 3
2022 195,698
2023 232,702
2024 (ytd) 42,000

Model S
2022 90,473
2023 26,701
2024 (ytd) 6001

Model X
2022 24,099
2023 24,700
2024 (ytd) 499

Cybertruck
2024 (ytd) 3,878

Traditional car models get a mid cycle refresh after 2-3 years and a whole new model at 5-6 years.

The Model S is 12 years old and refreshed or not, it looks really dated. The same for their other models.

The Ford Lightning was introduced in '22, a mid cycle refresh is already scheduled and work on an all new model is already underway.

@Sir_Osis_of_Liver @GottaLaff we may be witnessing Musk failing to read bios of similarly famous engineers like Howard Hughs.

Note rest of oems trying to pull back on bev and do hybrids or phev because they are losing money. This is a bigger story with far more bits.

Elon blowing it big time with twitter big bit. Elon not understanding cognition and humans another. Not grasping freedom of speech unrelated concept to corporate social media big part. All symptoms. Baglino, Kirkhorn leaving...

@hakuin @GottaLaff

The lightning is a far better truck than the Cybertruck at doing truck things.

Having a platform to use for a single model is a waste of resources. The F150 chassis was designed for electrification from the early days of development.

And it's launch went far smoother than Cybertruck, with only a minor glitch with the battery supplier.

Even though the Cybertruck was announced first, the Lightning made it to market almost two years sooner. That's important in the car business.

And Ford doesn't need to make huge profits off the Lightning to start off with. The profit in an ICE F150 can top $30k, and they sell close to 1M/year in just the US and Canada.